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Get Institutions for : 
Ishares Aaa A Rated Corporate Bond Fund (QLTA)  
$46.68 0.09 (0.19%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    7
Total shares held : 
 10,338,695  
% of shares held : 
 40.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 183,935  
% of shares held change : 
   0.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $44.63  
Last Quarter's Ending Price : 
 $48.13  
Last Quarter's Average Price : 
 $45.83  
Change from last quarter's     
avg. price to the last closing  : 
0.85 (1.85%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 366,785
 3.55%
 
Increased Positions :
40
 1,225,041
 11.85%
 
Unchanged Positions :
36
 858,940
 8.31%
 
Decreased Positions :
46
-1,080,037
-10.45%
 
Closed Positions :
6
-327,854
-3.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   EASTERN BANK 13 *New 2024-03-31 791,961 $37,602,000 791,961
   Stratos Wealth Partners LTD. 100 *New 2024-03-31 273,091 $12,966,000 273,091
   MERCER GLOBAL ADVISORS INC /ADV 435 *New 2024-03-31 117,409 $5,575,000 117,409
   Buckingham Strategic Partners 142 *New 2024-03-31 50,389 $2,392,000 50,389
   THRIVENT FINANCIAL FOR LUTHERANS 2311 *New 2024-03-31 6,117 $290,000 6,117
   Simplicity WealthLLC 933 *New 2024-03-31 6,022 $286,000 6,022
   WOODMONT INVESTMENT COUNSEL LLC 305 *New 2024-03-31 905 $43,000 905
   JONES FINANCIAL COMPANIES LLLP 873 *New 2024-03-31 502 $24,000 502
   GUARDIAN WEALTH ADVISORS LLC / NC 356 *New 2024-03-31 463 $22,000 463
   BARTLETT & CO. WEALTH MANAGEMENT LLC 923 *New 2024-03-31 200 $9,000 200
   Ronald Blue Trust Inc. 1913 *New 2024-03-31 25 $1,000 25
   Financial Gravity Wealth Inc. 1545 *New 2024-03-31 2 $0 2
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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